Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$358,744
+$88,120 QoQ
Shares Held
503
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,524
of 2,094 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $1,564,386 across 4 Specialty Industrial Machinery names. CMI ranks #3 (22.9% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,744 | 503 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $270,624 | 503 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $256,756 | 503 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $212,452 | 503 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||